Accretive Wealth Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Sell |
107,528
-2,023
| -2% | -$126K | 2.2% | 8 |
|
|
2025
Q1 | $7.07M | Buy |
109,551
+4,095
| +4% | +$264K | 2.5% | 7 |
|
|
2024
Q4 | $5.22M | Sell |
105,456
-2,170
| -2% | -$107K | 2.22% | 10 |
|
|
2024
Q3 | $5.35M | Sell |
107,626
-5,481
| -5% | -$272K | 2.24% | 8 |
|
|
2024
Q2 | $4.97M | Sell |
113,107
-2,193
| -2% | -$96.3K | 2.08% | 10 |
|
|
2024
Q1 | $5.02M | Buy |
115,300
+285
| +0.2% | +$12.4K | 2.22% | 9 |
|
|
2023
Q4 | $4.49M | Sell |
115,015
-410
| -0.4% | -$16K | 2.16% | 9 |
|
|
2023
Q3 | $4.04M | Sell |
115,425
-264
| -0.2% | -$9.24K | 2.41% | 9 |
|
|
2023
Q2 | $4.21M | Buy |
115,689
+2,603
| +2% | +$94.7K | 2.5% | 9 |
|
|
2023
Q1 | $4.23M | Sell |
113,086
-250
| -0.2% | -$9.34K | 2.7% | 7 |
|
|
2022
Q4 | $3.92M | Buy |
113,336
+10,200
| +10% | +$353K | 2.69% | 8 |
|
|
2022
Q3 | $3.25M | Sell |
103,136
-1,633
| -2% | -$51.5K | 2.48% | 11 |
|
|
2022
Q2 | $3.6M | Sell |
104,769
-1,308
| -1% | -$44.9K | 2.61% | 10 |
|
|
2022
Q1 | $3.91M | Sell |
106,077
-1,149
| -1% | -$42.3K | 2.45% | 11 |
|
|
2021
Q4 | $3.73M | Sell |
107,226
-236
| -0.2% | -$8.22K | 2.38% | 9 |
|
|
2021
Q3 | $3.59M | Sell |
107,462
-6,120
| -5% | -$204K | 2.53% | 8 |
|
|
2021
Q2 | $3.83M | Buy |
113,582
+3,478
| +3% | +$117K | 2.76% | 7 |
|
|
2021
Q1 | $3.58M | Sell |
110,104
-33,672
| -23% | -$1.1M | 3.22% | 5 |
|
|
2020
Q4 | $5.21M | Buy |
+143,776
| New | +$5.21M | 5.15% | 1 |
|